Dick Hutchinson Registered Investment Advisor offers financial planning, portfolio management, and general consulting. Financial planning covers areas like estate planning, risk management, and retirement. Portfolio management is typically offered to clients who have a financial plan with the firm. General consulting is provided on a project basis and can include business planning and tax planning.
Assets Under Management$49M
Clients24
Advisors2
Avg. per Client$2M
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Minimum annual fee of $2,500. Dick Hutchinson Registered Investment Advisor may waive financial planning fees for clients who have also engaged the firm for portfolio management services in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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